Cutting through the confusion is the 2025 AI Index from Stanford University’s Institute for Human-Centered Artificial ...

"I start to get worried when people are building data centers on spec," said Alibaba Chairman Joe Tsai.

The best-case scenario is that trade war deescalates, while the US economy avoids a recession and high inflation, in which ...

Should the AI bubble burst, it could precipitate a significant shakeup in the tech industry, challenging the sustainability of growth-at-all-costs strategies. For now, the future of artificial ...

New York CNN — Anxieties about an artificial intelligence bubble on Wall Street are as old as ChatGPT itself. (Which is to say, those anxieties are firmly in their toddler years.) Is AI the new ...

How many years have we heard from investment strategists about how European and Asia stocks are so “cheap”? Most of the time, Americans, and plenty of foreign investors, ignored their siren ...

Tsai isn’t the first to raise concerns about a potential AI-related bubble. Analysts at TD Cowen raised the flag in February after Microsoft scrapped some of its planned data center leases.

Hype is contagious, and fear of missing out (FOMO) is powerful. But smart investing isn't about chasing trends—it's about understanding value.

Alibaba Chairman Joe Tsai warned of a potential spending bubble in artificial-intelligence spending and data-center construction, adding to market jitters about the sustainability of AI demand.

New Jersey-based AI and cloud computing company CoreWeave made its market debut on Friday to little applause. The stock was poised for success by all means: It was the biggest tech IPO since ...